Activities

Lunch Breakout Sessions 2019

Once you have secured a place for Family Office Congress XII, we invite you to join an optional lunch breakout session.

The following lunch sessions are available:

TUESDAY 29 OCTOBER 2019, 12:30pm

“Private Equity Investment Opportunities During an Economic Downturn – should you: Be fearful when others are greedy and greedy when others are fearful?” – hosted by Nitay-Yair Levi, Managing Director, Koenig Heritage

Australia is facing uncertain economic times with some arguing that we are heading into a recession. At this lunch, we will explore the opportunities a recession or downturn present for private equity investments. We will explore real life experiences as well as lessons to discover what sectors and companies tend to outperform together with how to create a meaningful value during a downturn.

WEDNESDAY 30 OCTOBER 2019, 1:00pm

What should aging wealth holders do to ensure their golden years are truly golden? How do you prepare for the contingencies of old age and still pursue life to the fullest and achieve freedom from wealth while still healthy? In this session, family office expert Charles Lowenhaupt answers these questions and offers perspective about the aging debate among wealth holders, family members and service providers. Charles draws on his family’s more than 100 years of experience working with individuals and families of significant wealth. He offers a framework for managing the complexities of aging described in his forthcoming book on the topic.

Join us for a great opportunity to share insights with other families around the table and to learn from a leading property manager on where the opportunities lie today for family investors. We will share experience in the commercial and industrial property industry and invite members to examine with us where we are in the property cycle, the myths, the realities and opportunities.

THURSDAY 31 OCTOBER 2019, 1:00pm

Women in Leadership: An opportunity to support earlier stage and innovative companies in Australia that accelerate the advancement of women – hosted by Xing Zhang, Fund Manager, Female Leaders Fund, Australian Unity and Geraldine Barlow, Executive General Manager – Investments, Australian Unity

Increasing female leaders is more than just a case for diversity, it also makes good commercial sense. Based on research by Fortune and Pitchbook, it is estimated that only 2.2% of global venture capital funding went to female-led businesses in 2018 even though these businesses are more likely to outperform. The Female Leaders Fund has been established to direct capital to an overlooked segment of the venture capital ecosystem. For example, it has been documented by the Boston Consulting Group that female-led growth companies are more likely to generate financial outperformance in these following areas:

Higher revenue with less funding (in other words, these leadership teams can do a lot more with a lot less).

Strong investment performance over life of investment as measured by valuation.

Higher return on investment, which has been estimated to be between 35-40% higher than all-male founder teams

The wave of rapid change across not only economic areas but technology and culture will require a different focus in terms of investment. The global economic slowdown will have broad implications for CB policies, fiscal spending, interest rates, currencies and the precious metals. The global heavy debt burden will increasingly suppress global growth. How should investors react?

Areas closely watched with implication including the various indicators monitored from the markets and inter-market action as well as trade conflicts…and the heavy debt burden that is suppressing growth.

Global economy (slowdown)

Bonds

Central Bank Policies

Currencies

Gold

Stock Markets

REGISTRATIONS

PWN Members: Pleaseclick here to register for Family Office Congress and related activitiesNon-Members: Please click here to apply for a ticket.

If you have already registered for Family Office Congress XII, please email PWNrsvp@pwnetwork.com.au to inform us which lunch session you intend to join.